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Canada Life wealth management

What Canadians want to know about retirement

A new survey offers insight on what's important to potential clients

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Many worry about precarious finances amid second wave

A pair of surveys examined how Canadians are faring financially during the pandemic

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As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

young african american woman in her new apartment

Are your clients prepared for home-related expenses?

Polls suggest Canadians could incur significant costs during Covid-19

  • By: Staff
  • October 22, 2020 October 22, 2020
  • 12:13
China flag

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

Growth

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

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Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

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CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41
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Investors interested in responsible investing but lack knowledge: survey

Many advisors are not helping to dispel confusion around ESG and impact products

  • By: Fiona Collie
  • September 21, 2020 September 21, 2020
  • 16:43
man checking stocks on newspaper and tablet

TD extends partnership with behavioural economics centre

The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018

  • By: Staff
  • September 2, 2020 September 2, 2020
  • 10:46

Help your business-owner client boost cash flow

Businesses expect soft sales over the next year

CE Course: Dollar-cost averaging vs lump sum investing

Examining which investment method produces better returns

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Building a book post-pandemic

Advisors look to team high tech with human touch

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

  • By: Staff
  • July 21, 2020 July 21, 2020
  • 10:36

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

Clients expect new communication methods to persist post-pandemic

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21

Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll